EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.63M
3
+$1.45M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.1M
5
FVCB icon
FVCBankcorp
FVCB
+$852K

Top Sells

1
+$35.1M
2
+$9.32M
3
+$3.11M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.35M

Sector Composition

1 Technology 6.01%
2 Financials 4.67%
3 Healthcare 3.36%
4 Consumer Discretionary 3.21%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$32K 0.01%
634
-21
377
$31.9K 0.01%
129
-8
378
$31.7K 0.01%
450
379
$31.2K 0.01%
1,057
380
$31.2K 0.01%
+125
381
$30.7K ﹤0.01%
316
+12
382
$29.9K ﹤0.01%
1,844
383
$29K ﹤0.01%
120
384
$28.9K ﹤0.01%
514
385
$28.4K ﹤0.01%
206
386
$28.2K ﹤0.01%
735
387
$28.1K ﹤0.01%
385
-78
388
$27.9K ﹤0.01%
1,000
389
$27.1K ﹤0.01%
174
390
$27K ﹤0.01%
449
-15
391
$26.6K ﹤0.01%
108
392
$26K ﹤0.01%
902
393
$25.1K ﹤0.01%
76
394
$24.4K ﹤0.01%
+314
395
$23.8K ﹤0.01%
485
396
$23.7K ﹤0.01%
500
397
$23.5K ﹤0.01%
227
398
$23.2K ﹤0.01%
700
399
$22.4K ﹤0.01%
178
-100
400
$21.8K ﹤0.01%
223
14 15
16
17 18